Pipedrive Setup for Liquor Licensing Agency

arrow_outward https://www.liquorlicensefl.com/

JotForm questionnaire on the website saving leads in pipedrive. Automatic qualification of leads. Generation of estimates sent per email.

Pipedrive setup and direct integration with the website. Online inquiries are calculated on the fly and synced with pipedrive. Automatic lead disqualification based on prospect responses and interaction. Automatic quoting and follow-ups.

Challenges

  • no CRM to streamline and organize sales process
  • team unable to track communication with existing prospects
  • slow manual quoting and follow-ups reduce conversion and speed of delivery

Goals

  • establish a sales workflow
  • integrate website inquires with the CRM
  • automate quoting, invoicing and follow-ups

Results

  • pipedrive CRM for streamlined and scalable sales
  • integration of webforms with pipedrive
  • generation of deals in pipedrive based on inquires for immediate outreach and simple invoicing based on CRM data
  • automatic follow-ups to simplify disqualification of non-respondent leads
  • conversion time reduced by 50%, with 7 days instead of 14 for a full sales cycle